January 14, 2026
Finance

Trip.com Group Faces Antitrust Investigation by Chinese Authorities

China's market regulator initiates formal probe into travel service giant under Anti-Monopoly Law

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Summary

Trip.com Group Limited confirmed receipt of a formal antitrust investigation notice from China's State Administration for Market Regulation (SAMR). The travel services provider will cooperate fully with the inquiry, which was announced on Tuesday. The investigation's specifics, including allegations and potential penalties, have not been disclosed. Despite the probe, Trip.com Group’s operations continue normally, and the company does not anticipate immediate disruption to its services.

Key Points

Trip.com Group Limited has officially received an antitrust investigation notice from the State Administration for Market Regulation (SAMR) in China.
The investigation is conducted under China's Anti-Monopoly Law, though no specific charges or penalties have been stated.
The company will cooperate fully with the regulator and continues normal operations without expecting immediate service disruptions.
Shares of Trip.com Group dropped significantly in premarket trading following the announcement, despite a 17%+ gain over the past year.

Trip.com Group Limited, a leading player in the global travel services sector, encountered a significant development on the regulatory front this week. The company's shares experienced a sharp decline following the announcement that it has been placed under formal scrutiny by Chinese market regulators. Specifically, the firm disclosed the receipt of an official investigation notice from the State Administration for Market Regulation (SAMR), which enforces competition and market oversight laws throughout China.

The notice was communicated to Trip.com Group on Tuesday, informing the company that an inquiry had been initiated under the provisions of China's Anti-Monopoly Law. However, the regulatory body has not specified the nature of the allegations or outlined possible consequences stemming from the investigation. In light of this, Trip.com Group has pledged to fully cooperate with the authorities and engage in the regulatory process constructively.

Regulatory Scope and Company Profile

SAMR, as the primary market regulation authority in China, holds the mandate to investigate and address anti-competitive behavior within the country’s market economy. Its jurisdiction extends nationwide, encompassing a broad range of industries and companies operating domestically and internationally from China.

Trip.com Group operates a comprehensive travel platform with global reach, offering an array of services that include hotel reservations, transportation ticketing, organized tour packages, and corporate travel management solutions. Under its umbrella are prominent brands such as Trip.com, Ctrip, and Skyscanner, each catering to different segments of travel consumers and business clients around the world.

Market Reaction and Stock Performance

In response to the news of the regulatory review, Trip.com Group’s stock price experienced notable volatility. According to market data collected by Benzinga Pro, shares were down approximately 16.11% in premarket trading on the following day, settling near $63.49 per share. This decline demonstrates immediate investor sensitivity to potential risks related to the investigation.

Despite this dip, Trip.com Group's equity has recorded a substantial increase over the past twelve months, appreciating by more than 17%. Investors seeking exposure to this stock can find it within broader investment vehicles, including the CoreValues Alpha Greater China Growth ETF (ticker: CGRO) and the AdvisorShares Hotel ETF (ticker: BEDZ), which provide diversified access to the Greater China growth market and hospitality sector, respectively.

Corporate Response and Operational Outlook

The company has affirmed its intent to cooperate fully with SAMR during the investigation process. Trip.com Group has also emphasized that its routine operations continue unabated, and it does not foresee any immediate interruptions to its day-to-day services as a result of the probe. This stance reflects a measure of confidence in the company's current regulatory compliance and market position.

While the investigation is active, specific details remain confidential, and further updates are awaited from both the company and regulatory authorities. Market participants and analysts will be closely monitoring subsequent developments to better understand the potential implications for Trip.com Group’s competitive standing and long-term growth prospects.

Additional Market Data

Beyond Trip.com’s own pricing trends, ETFs incorporating the company’s shares experienced downward movement at the same time. The AdvisorShares Hotel ETF, for example, declined by over 6%, while the CoreValues Alpha Greater China Growth ETF saw a modest decrease of approximately 0.88%. These shifts underscore broader market reactions linked to the unfolding regulatory news.

Investors and analysts alike will be assessing the situation carefully, taking into consideration Trip.com Group’s existing market fundamentals, including its pricing power, input cost pass-through ability, distribution network strength, and the disciplined approach of its management — factors that have historically influenced the company’s performance and risk profile.

Risks
  • Uncertainty surrounding the specific allegations or potential penalties related to the antitrust investigation.
  • Possible investor concern impacting stock volatility due to regulatory scrutiny.
  • Potential disruptions may arise if the investigation uncovers significant compliance issues, though none are currently expected.
  • Broader market ETFs containing Trip.com Group shares have also experienced price declines, reflecting sector and regional sensitivity.
Disclosure
Education only / not financial advice
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TCOM - negative CGRO - negative BEDZ - negative
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